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SIG

Stanford Investment Group Portfolio holdings

AUM $205M
1-Year Est. Return 7.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.44M
3
+$8.65M
4
RY icon
Royal Bank of Canada
RY
+$5.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.01M

Top Sells

1
+$5.97M
2
+$1.06M
3
+$372K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$336K

Sector Composition

1 Technology 14.58%
2 Financials 4.28%
3 Communication Services 3.41%
4 Healthcare 2.04%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
40
327
$1K ﹤0.01%
40
328
$1K ﹤0.01%
12
329
– –
-1,105
330
– –
-343
331
– –
-144
332
– –
-740
333
– –
-300
334
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-750
335
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-271
336
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-1,000
337
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-3,164
338
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-582
339
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-2,000
340
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-1,901
341
$0 ﹤0.01%
+5
342
– –
-2,035
343
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-1,970
344
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-1
345
$0 ﹤0.01%
1
346
– –
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347
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-400
348
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-1,295
349
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-498
350
– –
-1,866
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